At Frost Financial, we believe wealth is more than numbers it's about living well. It's the freedom to wake up with purpose, rest with peace of mind, and build a life filled with meaning through guiding you with strategies that support both your financial goals and your overall well being.
At Frost Financial we believe that true abundance isn't just measured in bank accounts, it's reflected in how you feel each day, the freedom you have to do what you love, and the peace of mind that comes from knowing you're on the right path.
That's why our purpose goes beyond financial advice. We're here to help people, create lives that are healthier, more intentional, and deeply fulfilling using the tools and resources you already have.
We believe in taking a more holistic approach when it comes to financial planning by taking into account our clients overall needs. Between Frost Financial and a group of affiliates that works closely with us we offer services such as long term care, wills and estates, building annuity, stocks and bonds, and financial and portfolio management.
Our Founder Marc Frost began his career in health before becoming a financial advisor and strongly believes in the power of alternative medicine. He brings a health focused and purpose driven approach towards every client relationship by prioritizing both health and wealth equally.
We believe that wellness and financial well-being are inseparable. Our approach is to integrate wellness, alternative health practices, and preventive care into the retirement planning conversation.
Whether you're just starting to think about retirement or well into your golden years, we'll help you develop a strategy that supports both your financial future and your physical body.
At Frost Financial, we believe financial planning should be tailored, transparent, and built on trust. We manage client portfolios on a fee only basis and work directly on them without handing them off to third parties or relying on mutual funds or exchange traded funds. As experienced market professionals, we build and oversee custom investment strategies using individual securities, variable annuities, tax-advantaged tools, and alternative investments that suit your specific goals.
Frost Financial is not tied to any investment company, meaning there is no quotas, no commissions, and no conflicts of interest. Instead, we serve as your fiduciary. We are legally and ethically obligated to put your interests first.
In addition to that Frost Financial holds principal licenses in both investments and insurance, meaning we are held to a higher standard and take on additional responsibility. We are fully accountable and legally liable for the work we do for you.
Since 2004, our clients have trusted us to help them protect, grow, and steward their wealth. In all that time, not a single client has outlived their money. That's our measure of success.
We begin with building a detailed retirement plan including aspects such as social security projections, health and longevity planning, estate and long term care considerations, and Lifestyle goals and location preferences.
Many people rely on multiple professionals for different aspects of their retirement such as investments, insurance, and estate planning often leading to gaps and confusion. Our goal is to simplify and unify your financial life by coordinating everything in one place.
For our retirement plans our approach is not to only incorporate you, but also your entire family. After implementation, we maintain regular reviews annually or quarterly if preferred to ensure your plan adapts as your life evolves.
